Wealthspire Advisors (Maryland)’s Vail Resorts MTN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MTN Stock Details MTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-162	Closed	-$35K	–	1424
2019 Q1	$35K	Sell	162 -27	-14%	-$5.52K	﹤0.01%	1050
2018 Q4	$40K	Sell	189 -9	-5%	-$2.23K	﹤0.01%	949
2018 Q3	$54K	Hold	198	–	–	﹤0.01%	936
2018 Q2	$54K	Buy	198 +7	+4%	+$1.71K	﹤0.01%	947
2018 Q1	$42K	Sell	191 -223	-54%	-$48.8K	﹤0.01%	1050
2017 Q4	$88K	Buy	414 +55	+15%	+$12.3K	0.01%	765
2017 Q3	$82K	Buy	359 +33	+10%	+$7.17K	0.01%	787
2017 Q2	$66K	Buy	326 +5	+2%	+$1.01K	0.01%	842
2017 Q1	$62K	Buy	321 +6	+2%	+$1.06K	0.01%	749
2016 Q4	$51K	Buy	+315	New	+$50K	0.01%	761

Other funds holding MTN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MTN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vail Resorts (MTN) in Q2 2019, closing a stake of 162 shares — an estimated $35K sold.

Wealthspire Advisors (Maryland) first reported a position in MTN in Q4 2016 and held it in 10 quarters. The position peaked at $88K in Q4 2017. 410 funds tracked by Wall St. Rank hold MTN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vail Resorts position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 162 Vail Resorts shares in Q2 2019, an estimated $35K.
Wealthspire Advisors (Maryland) first reported a position in Vail Resorts in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Vail Resorts position peaked at $88K in Q4 2017.
410 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.